Nanoco Share Discussion Threads

[syd7777] 24/4/2017 20:37

WH has also indicated they are in negotiations with only 3-4 companies and not 9 as ME has said the others could be with Runcorn and ME out in North America for gaming and computer monitors.WH has also said 3 weeks ago that they don't have a single order as of yet but expect the companies they are negotiating with to give a final decision if they are happy for them to supply by July,August,Sep Their second line is fully ready.

[syd7777] 24/4/2017 20:16

WH second line is ready a simple phone call to the company in Chinese will confirm that.The first orders could come via the Gaming monitors as ME has indicated.He did also mention to look out for the Gaming show in Las Vegas for release dates as well as the technology being adapted.DOW meanwhile looks on course for a full swing of events by July while near or after that time WH should expect orders for up to 100".There is not a rush this summer to release TVs as there is no World cups or Olympics but by September expect the CF industry in full swing with DOW,WH,and Runcorn and Merck to start sampling to their own customers.

[andycapped] 24/4/2017 19:27

I would think Wah Hong. They should also be supplying Merck, but I think that is more for sampling than production runs.

Wah Hong should have their second line up and running by about May or June shouldn't they?

[jfacwc] 24/4/2017 19:19

much as I hope it's true..., who is the recipient of the May consignment? Wah Hong?There seems such little information about, on this company.

[wanttowin] 24/4/2017 16:27

Wouldn't believe anything the CEO says, he lies constantly.

[mr.oz] 24/4/2017 13:45

so , no track record and reason for confidence really ...

Am on the fence

[luxaeterna1] 24/4/2017 13:39

Umm, well, at the recent earnings call the CEO very specifically said commercial sales from Runcorn would begin in May 2017, followed by Dow in July 2017 and Merck in...November 2017 I think?

Admittedly we've had a big disappointment before with the Dow 2015 debacle with Samsung.

[tonsil] 24/4/2017 13:25

LuxHow do you know this info?

[mr.oz] 24/4/2017 11:29

You sound confident lux
Why?

[poopsun] 22/4/2017 16:16

And just as many writing that comment!!

[kmann] 22/4/2017 15:10

I just wasred 13.7 seconds of my life looking at that link!!

[juleshoddy] 21/4/2017 21:59

An interesting bit of research from a poster over on LSE.

[mwwh] 21/4/2017 20:39

Pot Kettle black. 'Ridiculous' is charting a company such as Nanoco.

[poopsun] 21/4/2017 19:43

Stellar, thanks minsky

[minsky] 21/4/2017 17:51

29 April - first anniversary of first Dow royalty payment
approximately:
second week August full year trading update (8 Aug last year)
second week of October, preliminary results (11 Oct last year)

[poopsun] 21/4/2017 15:50

Any more dates to stick in the diary?

[bagpuss67] 21/4/2017 15:34

First one to watch is Dow update on 28 April. Won't be holding my breath but there is an outside chance of an announcement of commissioning of the facility. They have never actually said it's live yet.

[kmann] 21/4/2017 14:58

Yes. Add what you can now imo. All the boxes are ticked, ie fully formed product , customers on rundown of old stock, ready to ramp up/relaunch updated product lines to include cad-free screen tech etc, and legislation on countdown.

Good to go imo

[trt] 21/4/2017 14:18

Grabbed a few more this afternoon

[kmann] 21/4/2017 13:02

All the cheap shares being bought up now. Going to be a stock shortage imo

[petepitstop] 21/4/2017 11:53

That is assuming markets are efficient. In my experience with the market I see inefficiencies all the time. For example, British Empire Trust (BTEM) is trading at around a 10% discount to its NAV and furthermore the underlying portfolio also has a 26% discount, known as a double discount. The inefficiencies are an opportunity just as NANO could be an opportunity too. Sentiment is the overriding emotion here and it is playing against both companies presently. I could also be wrong, but that is one of the joys of gambling.

[v11slr] 21/4/2017 10:35

If commercial success is just round the corner the share price wouldn't be where it is today.

[petepitstop] 21/4/2017 10:03

If commercial success is just round the corner then so is the company's ability to borrow a decent sum of money to fund growth.

[minsky] 21/4/2017 10:03

In January they had roughly £10m cash left and were spending around £800k per month. So by the end of this month they're down another £3m. Unless there is news of orders soon there will be no life sciences, or any other product for that matter.